证券日报网讯腾远钴业9月4日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东户数 为25098户。 （文章来源：证券日报） ...

Market Overview - On September 3, the energy metals sector declined by 0.67%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Key stocks in the energy metals sector showed varied performance, with Shengxin Lithium Energy up by 1.21% and Tengyuan Cobalt down by 2.67% [1][2] - The closing prices and changes for notable companies include: - Shengxin Lithium Energy: 16.78, +1.21% - Ganfeng Lithium: 40.03, +0.33% - Tengyuan Cobalt: 68.90, -2.67% [1][2] Trading Volume and Value - Trading volumes and values for selected stocks indicate significant activity, with Ganfeng Lithium recording a transaction value of 2.51 billion and Shengxin Lithium Energy at 5.67 billion [1][2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 7.65 million from institutional investors and 73.19 million from speculative funds, while retail investors saw a net inflow of 80.84 million [2][3] - Notable capital flows for specific stocks include: - Ganfeng Lithium: 120 million net inflow from institutional investors - Tengyuan Cobalt: 1.52 million net outflow from institutional investors [3]

Core Viewpoint - Tengyuan Cobalt Industry experienced a 5.4% increase in stock price, reaching 71.39 CNY per share, with a trading volume of 790 million CNY and a turnover rate of 6.67%, resulting in a total market capitalization of 21.04 billion CNY [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004, with its listing date on March 17, 2022. The company specializes in the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and various construction materials [1] - The main revenue composition of the company includes cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, holding a total of 293,800 shares, which accounts for 5.87% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a current size of 266 million CNY and has achieved a year-to-date return of 14.98%, ranking 4849 out of 8254 in its category, while its one-year return stands at 49.21%, ranking 2624 out of 8037 [2] Fund Manager Performance - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang. Liu Hui has been in position for 8 years and 173 days, managing assets totaling 3.159 billion CNY, with the best fund return during his tenure being 100.58% and the worst being -25.53% [3] - Wang Ligang has been in position for 5 years and 247 days, managing assets of 3.281 billion CNY, with the best return of 14.4% and the same worst return of -25.53% during his tenure [3]

Market Overview - On August 28, the energy metals sector rose by 0.91% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Boqian New Materials (605376) closed at 49.14, up 5.00%, with a trading volume of 125,600 shares and a transaction value of 610 million yuan [1] - Other notable performers included: - Cangge Mining (000408) at 50.69, up 2.14% [1] - Huayou Cobalt (603799) at 46.57, up 1.55% [1] - Tengyuan Mining (301219) at 65.20, up 1.09% [1] - Sai Rui Aluminum (300618) at 40.45, up 0.92% [1] Capital Flow - The energy metals sector experienced a net outflow of 1.101 billion yuan from institutional investors, while retail investors saw a net inflow of 916 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Boqian New Materials saw a net inflow of 37.51 million yuan from institutional investors, but a net outflow of 73.68 million yuan from retail investors [3] - Other stocks with significant capital movements included: - Huayou Cobalt with a net inflow of 1.10 million yuan from institutional investors and a net inflow of 1.16 million yuan from retail investors [3] - Cangge Mining with a net outflow of 25.63 million yuan from institutional investors but a net inflow of 26.29 million yuan from retail investors [3]

Market Overview - The energy metals sector experienced a decline of 2.93% on August 27, with Yongshan Lithium leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Yongshan Lithium closed at 9.97, down 3.95%, with a trading volume of 276,700 shares and a transaction value of 281 million yuan [1] - Cangge Mining closed at 49.63, down 3.69%, with a trading volume of 178,400 shares and a transaction value of 895.1 million yuan [1] - Xizang Mining closed at 21.61, down 3.57%, with a trading volume of 242,200 shares and a transaction value of 53.5 million yuan [1] - Shengxin Lithium Energy closed at 16.99, down 3.47%, with a trading volume of 378,100 shares and a transaction value of 662 million yuan [1] - Shengtun Mining closed at 7.94, down 3.29%, with a trading volume of 1,429,400 shares and a transaction value of 1.161 billion yuan [1] Capital Flow Analysis - The energy metals sector saw a net outflow of 1.12 billion yuan from main funds, while retail funds had a net inflow of 745 million yuan [1] - Cangge Mining had a main fund net inflow of 11.78 million yuan, but a retail net outflow of 25.57 million yuan [2] - Yongshan Lithium experienced a main fund net outflow of 24.79 million yuan, with a retail net inflow of 19.14 million yuan [2] - Xizang Mining had a significant main fund net outflow of 89.09 million yuan, while retail funds saw a net inflow of 56.03 million yuan [2]

Market Overview - On August 26, the energy metals sector declined by 0.54%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Individual Stock Performance - Notable gainers included: - Zangge Mining (Code: 000408) with a closing price of 51.53, up 1.56% [1] - Shengxin Lithium Energy (Code: 002240) with a closing price of 17.60, up 0.98% [1] - Yongxing Materials (Code: 002756) with a closing price of 35.79, up 0.48% [1] - Notable decliners included: - Tengyuan Cobalt (Code: 301219) with a closing price of 66.38, down 3.52% [2] - BQian New Materials (Code: 605376) with a closing price of 48.21, down 2.98% [2] - Huayou Cobalt (Code: 603799) with a closing price of 47.17, down 2.01% [2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 651 million yuan from institutional investors, while retail investors saw a net inflow of 276 million yuan [2][3] - Key stocks with significant capital flow include: - Tianqi Lithium (Code: 002466) with a net outflow of 31.30 million yuan from institutional investors [3] - Zangge Mining (Code: 000408) with a net inflow of 37.13 million yuan from retail investors [3] - Rongjie Co., Ltd. (Code: 002192) with a net outflow of 48.04 million yuan from institutional investors [3]

Market Overview - On August 25, the energy metals sector rose by 1.87%, with Shengtu Mining leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Individual Stock Performance - Shengtu Mining (600711) closed at 8.40, with a gain of 7.42% and a trading volume of 2.81 million shares, totaling a transaction value of 2.315 billion yuan [1] - Ganfeng Lithium (002460) closed at 39.26, up 2.51%, with a trading volume of 540,100 shares, amounting to 2.115 billion yuan [1] - Cangge Mining (000408) closed at 50.74, up 2.38%, with a trading volume of 168,200 shares, totaling 850 million yuan [1] - Rongjie Co., Ltd. (002192) closed at 36.18, up 2.26%, with a trading volume of 133,400 shares, amounting to 483 million yuan [1] - Sai Rui Aluminum (300618) closed at 40.96, up 2.25%, with a trading volume of 254,000 shares, totaling 1.041 billion yuan [1] - Yongxing Materials (002756) closed at 35.62, up 2.00%, with a trading volume of 148,100 shares, amounting to 525 million yuan [1] - Tengyuan Diamond (301219) closed at 68.80, up 2.00%, with a trading volume of 123,300 shares, totaling 840 million yuan [1] - Tianqi Lithium (002466) closed at 43.84, up 1.72%, with a trading volume of 698,900 shares, amounting to 3.063 billion yuan [1] - Tibet Mining (000762) closed at 22.64, up 1.71%, with a trading volume of 263,100 shares, totaling 598 million yuan [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 140 million yuan from institutional investors, while retail investors saw a net inflow of 28.06 million yuan [2] - The main capital inflow and outflow for individual stocks showed varied trends, with Shengtu Mining seeing a net inflow of 80.31 million yuan from main investors [3] - Ganfeng Lithium had a net inflow of 40.04 million yuan from main investors, while it faced a net outflow of 58.96 million yuan from speculative investors [3]

Market Overview - The energy metals sector increased by 1.72% on August 22, with Huayou Cobalt leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Individual Stock Performance - Huayou Cobalt (603799) closed at 47.94, up 6.30% with a trading volume of 1.156 million shares [1] - Boke New Materials (605376) closed at 50.55, up 5.20% with a trading volume of 185,600 shares and a transaction value of 938 million [1] - Sai Rui Aluminum (300618) closed at 40.06, up 3.73% with a trading volume of 274,500 shares and a transaction value of 1.103 billion [1] - Tengyuan Diamond (301219) closed at 67.45, up 3.06% with a trading volume of 133,100 shares and a transaction value of 908 million [1] - Tianqi Lithium (002466) closed at 43.10, up 1.08% with a trading volume of 471,400 shares and a transaction value of 2.021 billion [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 12.34 million from institutional investors, while retail investors saw a net inflow of 23.3 million [2] - The main capital flow data indicates that Tianqi Lithium had a net inflow of 132 million from institutional investors, while Huayou Cobalt had a net outflow of 93.82 million [3] - Retail investors contributed a net inflow of 2.98 million to Shengxin Lithium Energy (002240), despite a net outflow from institutional and speculative investors [3]

Market Overview - On August 20, the energy metals sector rose by 0.43% compared to the previous trading day, with Tengyuan Cobalt leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Individual Stock Performance - Tengyuan Cobalt (301219) closed at 65.14, with a gain of 6.13% and a trading volume of 164,700 shares, amounting to a transaction value of 1.054 billion yuan [1] - Huayou Cobalt (603799) closed at 45.50, up 3.24%, with a trading volume of 890,600 shares and a transaction value of 4.040 billion yuan [1] - Other notable performers include: - Sai Rui Aluminum (300618) at 39.12, up 2.38% [1] - Cangge Mining (000408) at 50.22, up 0.76% [1] - Boqian New Materials (605376) at 46.52, up 0.61% [1] Fund Flow Analysis - The energy metals sector experienced a net outflow of 496 million yuan from institutional investors, while retail investors saw a net inflow of 314 million yuan [2] - Notable fund flows include: - Huayou Cobalt had a net inflow of 390 million yuan from institutional investors, but a net outflow of 123 million yuan from speculative funds [3] - Tengyuan Cobalt saw a net inflow of 119 million yuan from institutional investors and a net inflow of 470 million yuan from speculative funds [3] - Cangge Mining experienced a net outflow of 44 million yuan from institutional investors, with a net inflow of 3.234 million yuan from speculative funds [3]

Group 1 - The core viewpoint of the report is that Tengyuan Cobalt Industry (301219.SZ) is given a recommended rating due to its strong performance in copper and cobalt sectors [2] - The company maintains a high gross margin in copper, significantly outperforming domestic peers [2] - The cobalt segment benefits from the export ban on cobalt from the Democratic Republic of Congo, leading to a substantial increase in gross margin [2] - The simultaneous expansion of copper and cobalt production capacity is expected to drive high growth in performance, with cobalt prices trending upward [2]